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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,363 | $92,766-64.0% | $82,763-59.7% | $134,545-75.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.62% | 946.97%-969.6pp | 702.45%-725.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $8,850 | $3,273+170.4% | $3,008+194.2% | $4,742+86.6% |
| Participant deferral / active EE | $8,304 | $4,802+72.9% | $4,395+88.9% | $6,401+29.7% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |